Fortis Advisors’s Citigroup C Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $516K | Sell |
4,550
-1,470
| -24% | -$167K | 0.26% | 64 |
|
|
2025
Q4 | $702K | Hold |
6,020
| – | – | 0.38% | 45 |
|
|
2025
Q3 | $611K | Sell |
6,020
-1,500
| -20% | -$142K | 0.34% | 51 |
|
|
2025
Q2 | $640K | Sell |
7,520
-528
| -7% | -$38.2K | 0.41% | 47 |
|
|
2025
Q1 | $571K | Buy |
8,048
+548
| +7% | +$41.8K | 0.37% | 50 |
|
|
2024
Q4 | $528K | Buy |
7,500
+1,350
| +22% | +$91K | 0.35% | 54 |
|
|
2024
Q3 | $385K | Hold |
6,150
| – | – | 0.25% | 70 |
|
|
2024
Q2 | $390K | Hold |
6,150
| – | – | 0.28% | 61 |
|
|
2024
Q1 | $389K | Buy |
+6,150
| New | +$342K | 0.26% | 62 |
|
|
2023
Q2 | – | Sell |
-1,650
| Closed | -$77.4K | – | 112 |
|
|
2023
Q1 | $77.4K | Hold |
1,650
| – | – | 0.05% | 141 |
|
|
2022
Q4 | $74.6K | Hold |
1,650
| – | – | 0.06% | 137 |
|
|
2022
Q3 | $69K | Buy |
1,650
+350
| +27% | +$17.3K | 0.05% | 148 |
|
|
2022
Q2 | $60K | Sell |
1,300
-1,123
| -46% | -$56.2K | 0.04% | 161 |
|
|
2022
Q1 | $129K | Hold |
2,423
| – | – | 0.07% | 135 |
|
|
2021
Q4 | $146K | Hold |
2,423
| – | – | 0.08% | 113 |
|
|
2021
Q3 | $170K | Hold |
2,423
| – | – | 0.1% | 100 |
|
|
2021
Q2 | $171K | Buy |
+2,423
| New | +$179K | 0.1% | 104 |
|
|
2020
Q3 | – | Sell |
-2,220
| Closed | -$113K | – | 154 |
|
|
2020
Q2 | $113K | Sell |
2,220
-275
| -11% | -$13K | 0.11% | 76 |
|
|
2020
Q1 | $105K | Sell |
2,495
-2,195
| -47% | -$147K | 0.07% | 141 |
|
|
2019
Q4 | $375K | Hold |
4,690
| – | – | 0.23% | 59 |
|
|
2019
Q3 | $324K | Sell |
4,690
-655
| -12% | -$44.6K | 0.15% | 64 |
|
|
2019
Q2 | $374K | Hold |
5,345
| – | – | 0.18% | 58 |
|
|
2019
Q1 | $333K | Sell |
5,345
-100
| -2% | -$6.21K | 0.17% | 56 |
|
|
2018
Q4 | $283K | Hold |
5,445
| – | – | 0.17% | 60 |
|
|
2018
Q3 | $391K | Hold |
5,445
| – | – | 0.22% | 50 |
|
|
2018
Q2 | $364K | Buy |
5,445
+655
| +14% | +$45.1K | 0.21% | 54 |
|
|
2018
Q1 | $323K | Hold |
4,790
| – | – | 0.18% | 51 |
|
|
2017
Q4 | $356K | Hold |
4,790
| – | – | 0.22% | 42 |
|
|
2017
Q3 | $348K | Sell |
4,790
-888
| -16% | -$60.6K | 0.24% | 35 |
|
|
2017
Q2 | $380K | Buy |
5,678
+100
| +2% | +$6.13K | 0.3% | 40 |
|
|
2017
Q1 | $334K | Buy |
+5,578
| New | +$330K | 0.3% | 40 |
|
Other funds holding C
VCM
VPM
Fortis Advisors's C Position: Q1 2026 in Review
Fortis Advisors reduced its Citigroup (C) stake by 24% in Q1 2026, selling an estimated $167K and leaving 4,550 shares worth $516K. The position accounts for 0.26% of the portfolio, ranked #64.
Fortis Advisors first reported a position in C in Q1 2017 and has held it in 31 quarters since. The position peaked at $702K in Q4 2025. 2,454 funds tracked by Wall St. Rank hold C as of Q1 2026.
- Fortis Advisors held 4,550 shares of Citigroup worth $516K as of Q1 2026.
- Fortis Advisors sold 1,470 Citigroup shares in Q1 2026, an estimated $167K.
- Citigroup made up 0.26% of Fortis Advisors's portfolio in Q1 2026, its #64 holding.
- Fortis Advisors first reported a position in Citigroup in Q1 2017 and has held it in 31 quarters since.
- Fortis Advisors's Citigroup position peaked at $702K in Q4 2025.
- 2,454 funds tracked by Wall St. Rank held Citigroup as of Q1 2026.
Based on Fortis Advisors's 13F filing for Q1 2026, filed 14 May 2026.